Our Team

Alyssa manages the office, and takes great care of all service items for the clients at Costelloe Financial. She is currently pursuing a degree in International Business with an emphasis in Management from the University of Nevada,...

Michael started his career as a Financial Planner with Waddell & Reed in 1990 helping people with their investment and financial planning needs in the Lake Tahoe area. He had previously been in corporate accounting and Hotel Management...